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💬 iMessage Number Selection

The iMessage Number Selection system determines which iMessage account and phone number to use when sending outbound messages. This system implements a priority-based selection algorithm to ensure predictable messaging behavior.

Selection Priority Hierarchy​

The system follows a strict priority order to ensure predictable and logical number selection:

Priority 1: Manual Override (Highest)​

Manual Override Pattern Use {IM#N} in your message where N is the account index to force a specific iMessage account.

  • When Used: When a message contains a manual override pattern.
  • Example: "This message will go via 2nd account {IM#2}"
  • Behavior:
    • Extracts account index from message pattern.
    • Validates account exists and is connected.
    • Removes pattern from message before sending.

Priority 2: Temporary Number Switching​

Temporary Override Pattern Use {TEMP-IM#N} in your message where N is the account index to temporarily switch the sending number for that single message only.

  • When Used: When you want to send one message from a different number without permanently changing the contact's assigned account.
  • Example: "Quick update from our support line {TEMP-IM#3}"
  • Behavior:
    • Temporarily routes the message through the specified account.
    • Does not change the contact's default account assignment.
    • Removes pattern from message before sending.
    • Future messages to this contact will continue using their normal account.

Priority 3: Contact Tags​

Contact Tagging Tag contacts with im: +1234567890 to always use a specific iMessage account for that contact.

  • When Used: When a contact has an iMessage number tag.
  • Example: Contact tagged with im: +15551234567
  • Behavior:
    • Searches contact tags for iMessage number pattern.
    • Finds account with matching phone number.

Priority 4: Contact Assigned To​

User Assignment When a contact is assigned to a user in your CRM, the system will try to use that user's iMessage account.

  • When Used: When a contact is assigned to a specific user who has an iMessage account assigned to them.
  • Behavior:
    • Looks up contact's assigned user.
    • Finds iMessage account assigned to that user.

Priority 5: Default Account​

Best Practice Always set one account as "default" for each location to ensure reliable fallback behavior.

  • When Used: When no specific assignment is found.
  • Behavior:
    • Uses the account marked as "default" for the location.
    • Only considers connected accounts.

Priority 6: Any Available Account (Lowest)​

  • When Used: As a final fallback.
  • Behavior:
    • Selects any connected iMessage account.

Delivery Failure​

If no iMessage accounts are available at this point, the message will fail to send.

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